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Post by rossomalley on May 9, 2017 16:59:09 GMT -5
On ST today BenJuju was saying ER could be released in pre market even though CC is scheduled for AH. Is this true or was he/she just pumping? I got to thinking about it and I seem to remember MNKD doing just that (incl last November?) but my memory may be faulty on this.
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Post by peppy on May 9, 2017 17:36:02 GMT -5
On ST today BenJuju was saying ER could be released in pre market even though CC is scheduled for AH. Is this true or was he/she just pumping? I got to thinking about it and I seem to remember MNKD doing just that (incl last November?) but my memory may be faulty on this. Last earnings report, the press release can out in the morning and the conference call was after the market close. |
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Post by rossomalley on May 9, 2017 18:22:01 GMT -5
Thanks Peppy! I thought so!
A follow up question: last Nov the ER came out in morning IIRC but the really juicy stuff came in CC after close. What kinds of things that might be coming tomorrow can not (or just wouldn't normally) be included in the ER in the morning?
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Post by sportsrancho on May 9, 2017 18:29:28 GMT -5
I'm hoping for a PR soon that has nothing to do with the ER.
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Post by rossomalley on May 9, 2017 18:30:58 GMT -5
I'm hoping for a PR soon that has nothing to do with the ER. By "soon" you mean in the morning? |
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Post by sportsrancho on May 9, 2017 18:34:56 GMT -5
I'm hoping for a PR soon that has nothing to do with the ER. By "soon" you mean in the morning? Just sometime this month. The CC could come and go and we still might not know as much as we'd like. But I would think before the shareholder meeting:-) |
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Post by peppy on May 9, 2017 18:36:25 GMT -5
Thanks Peppy! I thought so! A follow up question: last Nov the ER came out in morning IIRC but the really juicy stuff came in CC after close. What kinds of things that might be coming tomorrow can not (or just wouldn't normally) be included in the ER in the morning? I would expect the same. The balance sheets. investors.mannkindcorp.com/releasedetail.cfm?ReleaseID=1017766
This conference call: If we are very very very lucky, if there is any truth to the Dubai stuff? That may be talked about on the conference call. The cash runway should be talked about. The business plan should be talked about. This particular conference call there has been additional hiring, should be talked about as part of the business plan.
They should be able to tell us how they are financing this stuff.
What else?
Looking at the chart, which looks terrible overall. If there is any good news, I am looking for price to go back to $2.50 or $2.10 ish. I am hoping on good news like the people in Dubai have eyeballs, and a continuing glucose monitor. Maybe someone in the royal family over there has diabetes and their physicians are not bought and sold like ours are. Anyway we will see. Even Laura K in her interview said, "If you have a forward looking physician."
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Post by mnholdem on May 9, 2017 18:49:47 GMT -5
Perhaps if CEO Pfeffer releases the earnings report in the morning, he might have some investment analysts on the phone this time? It helps if to give them more than an hour to study the report, know what I mean?  |
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Post by uvula on May 9, 2017 20:05:51 GMT -5
Won't take an entire hour to read the earnings report.
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Post by mnholdem on May 9, 2017 21:32:49 GMT -5
Auto-generated earnings "analysts" just repeat the highlights of earnings filings, but I think that the better analysts take the time to dig a little deeper and ask for more information. 90% of analysts don't put much effort into their reports. I'm optimistic that MannKind may start attracting the interest of the more credible investment analysts by 3Q 2017.  |
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Post by promann on May 9, 2017 23:55:27 GMT -5
Who is going to do the math and figure out how many scripts MNKD sold per its earnings reported 1st Q vs the amount of scripts reported by symthony.. That's always a tough one to try to figure with all the discounts and what not..
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Post by matt on May 10, 2017 7:25:10 GMT -5
Who is going to do the math and figure out how many scripts MNKD sold per its earnings reported 1st Q vs the amount of scripts reported by symthony.. That's always a tough one to try to figure with all the discounts and what not.. I took a whack at that one already. Q3 revenue from commercial sales was $573, and Symphony reported $2,215 although there might have been some residual Sanofi activity in there. Q4 revenue was $1,322 and Symphony reported $2,350 but it should have been exclusively Mannkind product. For Q1, Symphony has reported $2,322 so about the same as Q4. I would be surprised if the number was more than about 20% different (up or down) the Q4 figure. Note that my numbers are just commercial product sales and exclude other sources of revenue such as bulk insulin sales. |
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Post by rossomalley on May 10, 2017 7:50:02 GMT -5
So is it now safe to say PR will come out AH or could Matt release it right before bell?
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Post by peppy on May 10, 2017 8:06:43 GMT -5
So is it now safe to say PR will come out AH or could Matt release it right before bell? starting to look that way. If MNKD releases after the bell, they are going to have fun with us all day.
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Post by kc on May 10, 2017 8:21:26 GMT -5
On ST today BenJuju was saying ER could be released in pre market even though CC is scheduled for AH. Is this true or was he/she just pumping? I got to thinking about it and I seem to remember MNKD doing just that (incl last November?) but my memory may be faulty on this. Last earnings report, the press release can out in the morning and the conference call was after the market close. Well I guess they switched up that protocol this time around. |
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